401(k) · DOL Form 5500 · 2023

Lexington Partners L.P. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
112
Participants Small participant base
91st
Percentile by assets National rank
$806,537
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lexington Partners 401(k) Retirement Plan · Sponsored by Lexington Partners L.P. · New York · Finance & Insurance

$90M in assets, 112 participants

Lexington Partners L.P.'s Lexington Partners 401(k) Retirement Plan reported $90M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,583 in Finance & Insurance (8,869 peers)

Coverage in New York

Lexington Partners 401(k) Retirement Plan covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $90M.

#7,583
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Lexington Partners 401(k) Retirement Plan's outsized position by total assets

Lexington Partners 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$90,332,138 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lexington Partners 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lexington Partners 401(k) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexington Partners 401(k) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lexington Partners 401(k) Retirement Plan end-of-year assets rose from $74M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Lexington Partners 401(k) Retirement Plan reported participants rose from 100 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263860011 · Lexington Partners L.P. PY 2023 · 401(k)

Lexington Partners 401(k) Retirement Plan · $90M · 112 · 91st

  • SCH $90M
  • EBSA 112
  • PART 91st
  • TYPE 401(k)
  • NET near American Federation of Teachers Management Retirement Plan
  • BOOK ind #7583

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Lexington Partners 401(k) Retirement Plan in the asset neighbourhood

Dacotah Banks, Inc. 401(k) Savings PlanDacotah Banks, Inc. 401(k) S…$90MLexington Partners 401(k) Retirement PlanLexington Partners 401(k) Re…$90MAmerican Federation of Teachers Management Retirement PlanAmerican Federation of Teach…$90MPerry Homes, LLC 401(k) Profit Sharing PlanPerry Homes, LLC 401(k) Prof…$90MLendingtree, Inc. 401(k) Retirement Savings PlanLendingtree, Inc. 401(k) Ret…$90M
End-of-year total assets ($M) among Lexington Partners 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$90M
Net Income$16M
Employer EIN263860011
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexington Partners L.P.)

Sponsor-wide plan assets over time

All Lexington Partners L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 50.33006208648053% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $74.5M $112M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 100 $74M
2023 1 112 $90M
2024 1 119 $112M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lexington Partners 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lexington Partners 401(k) Retirement Plan, Total assets ($B): 0.090332138 · Participants: 112Lexington Partners 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lexington Partners 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lexington Partners 401(k) Retirement Plan side-by-side with 3 peers →

Lexington Partners 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Federation of Teachers Management Retirement Plan in IL ($90M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lexington Partners 401(k) Retirement Plan assets move in 2023? ▼
Lexington Partners 401(k) Retirement Plan grew sharply - up 21.3% during 2023, from $74M to $90M. Reported net income was $16M.
How have Lexington Partners L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexington Partners L.P.'s sponsor-wide assets grew 50.3%, from $74M to $112M.
Where does Lexington Partners 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lexington Partners 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lexington Partners 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Federation of Teachers Management Retirement Plan in IL ($90M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Lexington Partners 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263860011.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.